Value Monitoring, Inc.

Value Monitoring, Inc. (CRD# 106056) is a financial advisory firm headquartered in Menlo Park, CA. They manage $108,742,112 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $36,247,371
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Value Monitoring, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David H. Levenson
CRD#: 6329981
250 Oak Grove Avenue, Suite A, Menlo Park, CA 94025
90
Wealthminder
score

David Levenson (CRD# 6329981) is an Investment Advisor Representative working at Value Monitoring, Inc. in Menlo Park, CA and has 1 year of experience in the finance industry. David Levenson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mark A. Levenson
CRD#: 5154184
250 Oak Grove Avenue, Suite A, Menlo Park, CA 94025
89
Wealthminder
score

Mark Levenson (CRD# 5154184) is an Investment Advisor Representative working at Value Monitoring, Inc. in Menlo Park, CA and has over 2 years of experience in the finance industry.

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